Solidarity Wealth, LLC is a limited liability company formed under the laws of the State of Delaware in 2021 and has been a registered investment advisor with the U.S. Securities & Exchange Commission since that time. Our firm is primarily owned by Solidarity Holdings, LLC. Our firm is dedicated to providing successful individuals, families, and their related trusts and entities with a wide array of investment advisory services and financial, tax, and estate planning advice. As our name suggests, Solidarity Wealth’s focal point is to be unified in purpose with our clients to achieve their long-term goals. As fiduciaries, members of our firm are required to act prudently and to manage all potential conflicts of interest. The purpose of this Brochure is to disclose the conflicts of interest associated with the investment transactions, compensation and any other matters related to investment decisions made by our firm or its representatives. As a fiduciary, it is our duty to always act in the client’s best interest. This is accomplished in part by knowing our client. Our firm has established a service-oriented advisory practice with open lines of communication for many different types of clients to help meet their financial goals while remaining sensitive to risk tolerance and time horizons. Working with clients to understand their investment objectives while educating them about our process, facilitates the kind of working relationship we value. Types of Advisory Services Offered Family Office and Personalized Investment Suite of Services: For a select group, our firm offers a Family Office and Personalized Investment Suite of Services. Under this suite of services, our firm seeks to act as your personal and family chief financial officer advising on and managing the ongoing execution of virtually all of your financial and investment- related activities and coordinating such activities with your trusted legal, accounting/tax, and insurance advisors as necessary and appropriate. In circumstances where comprehensive services are not required by the client, we may offer discretionary portfolio management, full balance sheet performance reporting, and financial consulting as separate stand-alone services. ❖ Wealth Management: We begin our relationship by developing a thorough understanding of your financial and non- financial goals. Our firm reviews each client’s overall financial circumstances, including, among other items, current tax status, income level, and personal balance sheet; estate planning needs, insurance coverage, and family tree; and expected liquidity needs in the short and long term. Our firm seeks to understand a client’s overall investment goals, previous investment experience, and tolerance for certain types of risk and complexity that can be involved in investing and planning for a client’s financial future. We periodically ask client’s to provide us with pertinent documents and information (bank and brokerage account statements, insurance policies, wills, trusts and other estate planning documents, tax returns, etc.) to further assist us in this information gathering process, as necessary. Based on what is learned, an investment approach is presented to the client, consisting of individual stocks, bonds, ETFs, options, mutual funds and other public and private securities or investments. Once the appropriate portfolio has been determined, portfolios are continuously and regularly monitored, and if necessary, rebalanced based upon the ADV Part 2A – Firm Brochure Page 5 Solidarity Wealth, LLC client’s individual needs, stated goals and objectives. Upon client request, our firm provides a summary of observations and recommendations for the planning or consulting aspects of this service. Although our firm will provide tax and estate planning advice and coordinate all tax and estate planning advice with a client’s trusted legal and tax advisors, our firm relies on the client and their trusted outside advisors to implement any recommendations. ❖ Bill Pay Our firm offers Family Office Bill Pay Services along with other services or independently, which includes the assistance with bill or invoice payments through Bill.com or another equivalent online platform. Our firm is designated as administrator which gives

it the authority and ability to categorize and approve bills, authorize, and schedule payments, and control user access (such as adding and deactivating users on the account) depending on the scope of services selected. Such services may include paying bills, record keeping, and reporting. Clients typically serve as final releaser of all payments and/or external disbursements through the Bill Pay Platform (or other equivalent online platform) and our firm requires client consent to disburse funds with respect to each individual bill to be paid prior to making such payment. ❖ Financial Administration Services Our firm offers Family Office Financial Administration Services along with other services or independently, which includes services through QuickBooks and other accounting software. Our firm may provide Financial Administration services for our client families and their related trusts and entities depending on the scope of services selected. Such services may include providing financial reports, transactions between related entities, trusts, or families, bookkeeping, and coordinating with the client’s tax advisors in the preparation of their tax returns – although our firm will not prepare any tax returns and will rely on the client and their tax advisors to prepare such returns. ❖ Performance Reporting Service Our firm also offers Family Office Performance Reporting Services through Addepar. As with other information, our firm is reliant upon the client to provide the necessary information for full balance sheet performance reporting, including with regards to the valuation of hard-to-value assets. Solidarity Equity Planning Service: Our firm provides a standalone equity planning and consulting services to clients for the management of financial resources based upon an analysis of current situation, goals, and objectives. Our Solidarity Equity Planning Service services will typically involve preparing a financial plan or rendering a financial consultation for clients based on the client’s financial goals and objectives. This planning or consulting arrangement commences with an information-gathering meeting regarding current equity holdings, options, and vestiture. Our firm’s advisors will consult with clients and make recommendations for exercising equity options. This support may include ongoing collaboration with a CPA and an estate planning attorney, or our firm may recommend such professionals as appropriate. A written financial plan may or may not be provided depending upon the client’s unique situation and timeline. ADV Part 2A – Firm Brochure Page 6 Solidarity Wealth, LLC Tailoring of Advisory Services For clients that elect to sign a Wealth Management agreement under our Family Office and Personalized Investment Suite of Services, our firm offers individualized investment advice. Our firm does not usually allow Wealth Management clients to impose restrictions on investing in certain securities or types of securities due to the level of difficulty this would entail in managing their account. Exceptions will be made on a case-by-case basis. Our Performance Reporting Service and Solidarity Equity Planning Service will offer general investment advice based on information that is provided by our clients. Due to the uniqueness of each client’s situation, our advice must ultimately be implemented by the client. Participation in Wrap Fee Programs Our firm offers and sponsors a wrap fee program, as further described in Part 2A, Appendix 1 (the “Wrap Fee Program Brochure”). Our firm does not manage wrap fee accounts in a different fashion than non-wrap fee accounts. All accounts are managed on an individualized basis according to the client’s investment objectives, financial goals, risk tolerance, etc. Please note that our Wrap services are reserved for clients that we have determined are eligible based on their individual circumstances. Generally, our firm only offers our Wrap services to clients we expect may incur transaction charges for the purchase or sale of options. Regulatory Assets Under Management As of December 31, 2022, our firm manages $365,452,889 in Discretionary Assets Under Management, and $10,052,762 in Non-Discretionary Assets Under Management.